+95.5%
AMD vs WPM
+38.8%
+56.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.0% | -11.0% | -4.6% |
| 7D | -15.5% | +3.9% | -19.4% | -17.1% |
| 30D | -22.6% | -3.5% | -19.1% | -21.4% |
| 3M | -5.7% | +14.1% | -19.8% | -14.1% |
| 6M | +43.1% | +6.2% | +36.9% | +36.2% |
| YTD | +128.2% | +12.4% | +115.8% | +94.8% |
| 1Y | +95.5% | +40.0% | +55.5% | +25.4% |
| All | +95.5% | +38.8% | +56.7% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling